Ropes Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,844
| Closed | -$205K | – | 283 |
|
|
2023
Q1 | $205K | Buy |
+4,844
| New | +$205K | 0.04% | 256 |
|
|
2021
Q1 | – | Sell |
-4,845
| Closed | -$124K | – | 737 |
|
|
2020
Q4 | $124K | Hold |
4,845
| – | – | 0.02% | 288 |
|
|
2020
Q3 | $129K | Hold |
4,845
| – | – | 0.03% | 242 |
|
|
2020
Q2 | $143K | Buy |
4,845
+141
| +3% | +$4.16K | 0.03% | 220 |
|
|
2020
Q1 | $146K | Sell |
4,704
-141
| -3% | -$4.38K | 0.04% | 194 |
|
|
2019
Q4 | $139K | Hold |
4,845
| – | – | 0.03% | 239 |
|
|
2019
Q3 | $151K | Hold |
4,845
| – | – | 0.03% | 243 |
|
|
2019
Q2 | $150K | Hold |
4,845
| – | – | 0.03% | 247 |
|
|
2019
Q1 | $151K | Sell |
4,845
-1
| -0% | -$31 | 0.04% | 241 |
|
|
2018
Q4 | $132K | Hold |
4,846
| – | – | 0.04% | 242 |
|
|
2018
Q3 | $115K | Hold |
4,846
| – | – | 0.03% | 267 |
|
|
2018
Q2 | $122K | Sell |
4,846
-1
| -0% | -$25 | 0.03% | 266 |
|
|
2018
Q1 | $116K | Hold |
4,847
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $139K | Buy |
+4,847
| New | +$139K | 0.04% | 241 |
|